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Sandell Investment Services’s H&R Block HRB Stock Holding History

Sandell Investment Services’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-181,230
Closed -$6.08M – 20
2014
Q2 		$6.08M Buy
+181,230
New +$5.4M 4.84% 12

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Sandell Investment Services's HRB Position: Q3 2014 in Review

Sandell Investment Services sold out of H&R Block (HRB) in Q3 2014, closing a stake of 181,230 shares — an estimated $6.08M sold.

Sandell Investment Services first reported a position in HRB in Q2 2014 and held it in 1 quarter. The position peaked at $6.08M in Q2 2014. 424 funds tracked by Wall St. Rank hold HRB as of Q3 2014.

  • Sandell Investment Services reported no remaining H&R Block position as of Q3 2014 after selling out during the quarter.
  • Sandell Investment Services sold 181,230 H&R Block shares in Q3 2014, an estimated $6.08M.
  • Sandell Investment Services first reported a position in H&R Block in Q2 2014 and held it in 1 quarter.
  • Sandell Investment Services's H&R Block position peaked at $6.08M in Q2 2014.
  • 424 funds tracked by Wall St. Rank held H&R Block as of Q3 2014.

Based on Sandell Investment Services's 13F filing for Q3 2014, filed 14 Nov 2014.